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Client Advisor Sr in Naples at Huntington

Date Posted: 9/24/2018

Job Snapshot

Job Description

Responsible for maintaining, servicing, and expanding relationships for a group of moderately complex Wealth and Investment Management non-fiduciary clients. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's needs with a strong focus on introductions to Private Banking to develop Primary Bank Relationships. Responsible for providing legendary customer service in order to retain customer relationships. Key OCR position: builds strong relationships across all business segments. Knowledgeable on key compliance and regulatory requirements. NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required.

Basic Qualifications:

  • Bachelor's Degree
  • 5 or more years experience in Private Banking/Wealth Management
Preferred Qualifications:
  • FINRA licenses (7,66, 63,65)
EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.

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